Brian Ramsay, CFP®, CIMA®, CPWA®, RMA®
Brian Ramsay, CFP®, CIMA®, CPWA® ,RMA®
co-founder, Senior Wealth Partner + CCO
bramsay@wealthspanpartners.com
Brian is passionate about gaining the trust of his clients and helping them achieve their financial goals. He uses a simple approach to investing and a comprehensive view on financial planning. He enjoys building solid, long-term relationships and will go out of his way to provide exceptional service.
He began his career at American Express Financial Advisors in 1999, currently known as Ameriprise Financial, where he worked as a financial advisor for 19 years. In 2018, he and partner, Mark Tholl, branched off and started Wealthspan Partners, LLC, a registered investment advisor in order to better serve their customers in a fiduciary capacity.
Brian graduated with a Bachelor of Arts degree in Marketing from Western Illinois University in 2001. In 2004, he earned the CERTIFIED FINANCIAL PLANNER™ designation through American College. Then, through the Investments & Wealth Institute and University of Chicago Booth School of Business, he earned the Certified Investment Management Analyst (CIMA®) designation in 2016; the Certified Private Wealth Advisor (CPWA®) designation in 2022; and the Retirement Management Advisor (RMA®) in 2024.
Community service is important to Brian, as he volunteers with organizations like Junior Achievement, Riverbend Foodbank and Investwrite. He was a board member for Seton Catholic School in Moline and also a College For Kids instructor through Blackhawk College.
Brian is happily married to his wife Elizabeth and have three wonderful children, Evan, Cole & Ella. He was born and raised in Moline, Illinois where he currently resides. In his spare time, he enjoys spending time with family, running and playing pickleball.
Mark Tholl, CFP®
Mark Tholl, CFP®
Co-Founder, Senior Wealth Partner + Chief Investment officer
Mark is passionate about building long term client relationships, and has worked with many clients for more than thirty years. Those relationships are built upon trust, and his emphasis to work in the best interest of clients. He places emphasis on exceptional client service and maintaining a simple, low cost approach to portfolio management.
Mark earned a Bachelors of Science degree in Finance from Illinois State University in 1992, and graduated Summa Cum Laude. He began working as a Financial Advisor at IDS Financial Services in 1993, and enjoyed a career of 25 years with the firm, presently known as Ameriprise Financial. In 1997, he earned his CERTIFIED FINANCIAL PLANNER™ designation.
Mark married his wife Caren in May of 1996, and they have been blessed with four children, Addison, Grace, Isaiah and Ava. Mark and Caren were both born in the Quad City area, and lived in Coal Valley Illinois for many years. Mark and his family moved to Bradenton, Florida in 2015, and he currently commutes between his Florida and Iowa offices. He enjoys spending time with family and friends, golfing and travel.
John Timmer, CFP®, CPA
John Timmer, CFP®, CPA
Sr. Wealth Partner + Investment Advisor Representative
jtimmer@wealthspanpartners.com
John Timmer received his Degree in Finance from the University of Illinois-Champaign. Prior to joining Timmer And Associates, John worked for KPMG Peat Marwick where his focus centered on auditing services for Real Estate and manufacturing clients. John is a licensed public accountant in both Illinois and Iowa and is a Certified Financial Planner. John's knack for communicating with his clients in a straight-forward manner has enabled him to assist them in running and growing their business or personal financial affairs.
John, a lifelong resident of the Quad Cities, currently lives in Moline with his wife, Michelle, and their two children
Cody Williams
Cody Williams
Investment Advisor Representative + Wealth Partner
cwilliams@wealthspanpartners.com
Cody places a strong emphasis on client service and growing long term client relationships based upon mutual trust. He’s been committed to the financial planning process since the early days of his advisory career. He prides himself on placing the best interest of each client in his planning and portfolio decision making process.
Cody is a Quad Cities native and graduated in 2013 from DePaul University in Chicago, with a degree in Finance. He began working as a Client Service Associate at RBC Wealth Management in November 2016, then transitioning to a Financial Advisor role with RBC Wealth Management in January 2020. Cody joined Wealthspan Partners, LLC in February 2023, as an Investment Advisor Representative.
Cody recently married his fiancé, Hillary. They bought a home in LeClaire together and have been living the dream ever since. He is a foodie and loves trying new recipes and restaurants. He stays active by playing softball, volleyball, golf, and going on hikes with his beloved Belgian Malinois, Freyja.
Cherie Mason
Cherie Mason
OPERATIONs ManageR &
Client Relations manager
Cherie is currently filling two roles at Wealthspan Partners and we are very blessed to have her on our team. As Operations Manager, she oversees the day to day operations of the firm and as Client Relations Manager, she supports the regular communications with our clients. Cherie realizes the importance of exceptional client service and works hard to make clients feel comfortable, while taking care of their questions and client service needs.
Cherie has worked 15 years in the tax and accounting field, and an additional 18 years in the financial services industry.
Cherie is married to her husband Scott and has three children, Derek, Morgan and Alec. In her spare time she enjoys walking, biking and spending time with her family and friends.